by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,... 
by Jon Sevenker | Jun 14, 2021 | P&A Articles
Are you really penalized for taking Social Security benefits before full retirement age while still working? There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security... 
by Jon Sevenker | May 20, 2021 | Books, P&A Articles
If you’re into the social sciences, you’re probably familiar with Adam Grant’s other books, Give and Take and Originals are two. Both of these books are great reads, but his latest, Think Again, might be his best yet. The premise behind Think Again is that we as... 
by Jon Sevenker | May 18, 2021 | P&A Articles
Are you in the market for professional financial guidance? Knowing which questions to ask a potential advisor is a great start. Since June 30, 2020, the Securities and Exchange Commission (SEC) has required Registered Investment Advisors and brokers to address a... 
by Jon Sevenker | Apr 22, 2021 | P&A Articles
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell insurance. We know what we do best—investment management and financial planning–and we focus our efforts here. Additionally,... 
